James Shackell

James Shackell is a financial advisor and entrepreneur dedicated to revolutionizing the way people access financial guidance. With a diverse educational background and a wealth of experience in the finance industry, he is currently a Partner at Octopus Wealth, a pioneering financial advisory firm.

James began his journey by studying Product Management at General Assembly, followed by pursuing a Chartered Wealth Manager certification and an Investment Advice Diploma at the Chartered Institute for Securities and Investment. He also holds a Psychology BSc (hons) degree from Leeds University, showcasing his multidisciplinary approach to financial services.

Prior to his current role, James held key positions at HSBC, where he served as a Chartered Wealth Manager and an Investment Executive. He also co-founded Pindex and gained experience as a Business Development Executive at Fisher Investments UK, strengthening his expertise in financial planning and wealth management.

In addition to his corporate roles, James Shackell is an influential figure in the digital sphere, running a YouTube channel with over 16,000 subscribers. Through his content, he educates and empowers individuals to make informed financial decisions, reflecting his commitment to democratizing access to financial advice.

With a passion for blending finance, psychology, and technology, James Shackell is at the forefront of shaping the future of financial advisory services. His innovative approach and dedication to empowering individuals financially mark him as a thought leader in the industry.